Todd Alan Needlman

Employer firm

Parkside Investments, LLC CRD 286178

$1.44B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Parkside Investments, Llc

570 Lake Cook Road Suite 100, Deerfield, IL 60015 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2018-09-21

IL RA
APPROVED

Since 2018-09-21

Branch Locations

570 Lake Cook Road Suite 100, Deerfield, IL 60015 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Interactive Brokers Llc	Chicago	IL	07/2013	06/2018
Parkside Investments, Llc	Deerfield	IL	06/2018	Present

07/2013 → 06/2018

Interactive Brokers Llc

Chicago, IL
06/2018 → Present

Parkside Investments, Llc

Deerfield, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-09-21

S65 Uniform Investment Adviser Law Examination

2018-09-21

Other Names

Todd Needlman

View on SEC IAPD

Employer firm

Current Employers

Parkside Investments, Llc

Disclosures

Employment History

Exams

Other Names

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